Information Packet

Marketing Leadership Forum 2018 | May 15 and 16 Transforming Marketing Talent, Organization, and Culture

Information Packet

General Information Location Westin Verasa 1314 McKinstry Street Napa, CA 94559 Telephone: +1 707 257 1800 Central Reservations: +1 888 627 7169 Website: Westin Verasa Hotel

Program Times

Welcome Monday, May 14 The Welcome Reception will be held from 5:00 pm−7:00 pm Reception/ 5:00 pm−7:00 pm in the Solera Courtyard. Meet up with other participants as we Pre-Registration kick off Marketing Leadership Forum 2018. Casual dress. Forum Day 1 Tuesday, May 15 8:00 am Registration & ITSMA’s Continental Breakfast— Amphora Ballroom 8:30 Forum Kickoff 5:00 pm Day One Wrap-up 5:30−7:30 Networking Reception—The Atrium at the Culinary Institute of America Join us after the first day of the Forum to relax and enjoy hors d’oeuvres and select wines from the area. Just a short walk to the CIA from the Westin Verasa. Forum Day 2 Wednesday, May 16 7:30 am ITSMA’s Continental Breakfast—Amphora Ballroom 8:00 Forum Review 11:00 Wrap-Up and Closing Remarks 11:45 Lunch (Boxed lunches will be available for all attendees.)

Accommodations Hotel accommodations are the responsibility of the registrant. ITSMA reserved a block of rooms on a first- come, first-served basis at The Westin Verasa.

Room Rates Guaranteed through May 5, 2018: $269 Deluxe Room (May 13-17) | $349 Deluxe Room (May 12, May 18-20) Plus a mandatory $20 fee per night that includes Valet parking (underground and secured); Wireless High Speed Internet Access throughout the hotel (including guest rooms); Full use of the WestinWORKOUT® Gym; Full use of the heated saltwater pool and hot tub; Access to the business center and all services (except shipping); Local calls from guest rooms; Daily newspaper upon request.

91 Hartwell Avenue, Lexington, MA 02421 USA +1 781 862 8500 | [email protected] | www.itsma.com

Marketing Leadership Forum 2018 | May 15 and 16 Transforming Marketing Talent, Organization, and Culture Information Packet

Reservation Methods If you need any assistance with reservations, please contact Shanti Hernandez, Reservations Coordinator, at [email protected] or call her directly. Phone: +1 707 257 5123 Check in time is 3:00 pm. Check out time is 12:00 noon. Arrangements can be made with the concierge for storing luggage beyond 12:00 noon.

Alternate Hotels River Terrace Inn http://www.riverterraceinn.com/ Distance from Westin Verasa: .11 Napa River Inn at the Historic Napa Mill http://www.napariverinn.com/specials-and-packages/index.cfm?src=ppc_google_brand_30percent Distance from Westin Verasa: .55 Embassy Suites Napa Valley http://embassysuites1.hilton.com/en_US/es/hotel/NAPVLES-Embassy-Suites-Napa-Valley- California/index.do Distance from Westin Verasa: 1.01 Marriott Napa Valley http://www.napavalleymarriott.com/ Distance from Westin Verasa: 1.91

Expenses ITSMA will provide continental breakfasts, lunches, refreshments, special event meals. Additional costs, including transportation, room, and extra meals are the responsibility of the attendee.

Special Requests If there is anything we can do to make your participation at this event easier, please contact Laura Carroll at [email protected] or +1 781 862 8500, x145/mobile: +1 978 877 0241.

Dress Code Business Casual. Because temperatures in the meeting rooms may vary, we suggest you dress in layers. The temperature in Napa in May averages highs of 72o F during the day, with average lows of 50o F at night.

Hotel Parking Fees Overnight Guests: Valet parking guests is included in the Amenity Fee. Day Guests: ~$10

Internet Access High-speed Internet access in each guest room and in public areas is included in the Amenity Fee.

Marketing Leadership Forum 2018 | May 15 and 16 Transforming Marketing Talent, Organization, and Culture Information Packet

Activities Access to pool, whirlpool, and workout facility is included in the Amenity Fee.

Onsite Restaurants Award winning La Toque, named one of the "Best Restaurants in America" by The Wine Spectator and the recipient of a prestigious Michelin Star. The new La Toque features a luxurious atmosphere with views of the stunning show kitchen. BANK Café and Bar in the lobby reflects the casual side La Toque's kitchen. BANK serves great food and drinks from sunrise to last call. Seating is available both in the sumptuous lobby bar and outdoors on the patio facing the nature preserve and the Napa River.

Transportation Evans Transportation Information & Schedule: http://www.evanstransportation.com Metropolitan Oakland International Airport (OAK) Travel Distance: Approximately 65.97 km/40.99 miles San Francisco International Airport (SFO)—Reservation Required Travel Distance: Approximately 75.62 km/46.99 miles From SFO / OAK / SAC Super Shuttle http://www.supershuttle.com 800-258-3826 Information for travel to/from SFO/OAK http://www.sftravel.com

Things to do in Napa http://napavalley.winecountry.com/

Oxbow Public Market: In the heart of downtown Napa's up & coming Oxbow District, Oxbow Public Market is a one-of-a-kind place, not to be missed. Whether you are in search of a tasty picnic, great 'take-out', fabulous meal provisions, or if you are looking for a bottle of wine, river front patio dining and a unique shopping experience, Oxbow will answer all your needs under one roof. A 5-minute walk from the Westin Verasa. http://www.oxbowpublicmarket.com/

Napa Valley Wine Train: Across the street from the Westin Verasa. http://winetrain.com/

Historic Napa Mill: The Historic Napa Mill is anchored by the luxurious Napa River Inn and features award- winning restaurants, retail shops and a day spa. The well-preserved historic elements of the riverfront property provide the perfect setting for a day or overnight visit. The Historic Napa Mill's Riverbend Performance Plaza provides an exciting outdoor backdrop for art, theater, wine, food, and music festivals. In addition to the elegant Napa River Inn, the Mill is home to some of the most unique shopping, dining, and relaxation in the Napa Valley. http://www.historicnapamill.com/

Marketing Leadership Forum 2018 | May 15 and 16 Transforming Marketing Talent, Organization, and Culture Information Packet

CIA The Culinary Institute of America (CIA), the CIA at Copia, is the ultimate Napa Valley destination for exploring, experiencing, and enjoying the world of food, wine, and community. In one convenient location in downtown Napa, guests can experience daily cooking and beverage classes, wine tastings, a lifestyle store, full-service bar and restaurant, art collections, and private and community events.

International Travelers Effective January 20, 2010 inbound travelers to the United States from Visa Waiver Program countries may be denied boarding by the airlines if they don’t have ESTA authorization. U.S. Electronic System for Travel Authorization (ESTA) information: https://esta.cbp.dhs.gov/esta/

Non-Smoking Policy ITSMA maintains a non-smoking policy for meeting rooms and meal functions. We appreciate your cooperation.

Cancellation Policy Cancellations and substitutions must be in writing and forwarded to ITSMA via email to [email protected]. • Full refund or future event credit given 30+ days prior to the event • $250 cancellation fee 15-29 days prior to the event • No shows will incur the full event fee

Substitutions approved by ITSMA are permitted.

Satisfaction Guarantee ITSMA guarantees your complete satisfaction with this event. If you are not satisfied, we will provide you with a full refund of your money or provide a credit toward another offering.

Questions If you have any questions, call Laura Carroll at +1 888 487 6292, x145 or +1 781 862 8500, x145.

Marketing Leadership Forum 2018 | May 15 and 16 Transforming Marketing Talent, Organization, and Culture Information Packet

Directions to the Hotel

North • Travel onto Interstate 5 South and then to Interstate 505 South • Continue onto Interstate 80 West • Travel on the CA-12/Jameson Canyon Road-Napa/Sonoma Exit, then turn right onto CA-12 W/CA-29 North • Merge right onto Hwy 221/ Downtown Napa, which turns into Soscol Avenue • Turn right on McKinstry Street

West • Travel onto the Bay Bridge: Highway 80 East, then travel onto Highway 37 West to Highway 29 North • Exit 1st Street and turn right on 1st Street • Turn right on California Blvd. and take a left on 2nd Street • Turn left on Main Street, then right on 1st Street • Turn left on Soscol Avenue, then turn right on McKinstry Street

East • Travel on Highway 80 West to Highway 12 West to Highway 29 North • Exit 1st Street and turn right on 1st Street • Turn right on California Blvd. and then turn left on 2nd Street • Turn left on Main Street, then turn right on 1st Street • Turn left on Soscol Avenue, then turn right on McKinstry Street

South • Travel onto 101 North and proceed to Highway 37 East • Continue on Highway 37 East to Highway 121 East, then proceed to Highway 29 North • From Highway 29 North, take the 1st Street Exit and turn right on 1st Street • Turn right on California Blvd., then turn left on 2nd Street • Turn left on Main Street, then turn right on 1st Street • Turn left on Soscol Avenue, then turn right on McKinstry Street

Marketing Leadership Forum 2018 | May 15 and 16 Transforming Marketing Talent, Organization, and Culture Information Packet

Agenda Monday, May 15 5:00–7:00 pm Welcome Reception & Pre-Registration (Westin Verasa Hotel, Napa CA) Tuesday, May 16 8:00 am Registration & ITSMA’s Continental Breakfast 8:30 Kickoff and Opening Remarks Dave Munn, President & CEO, ITSMA 8:45 Transforming Marketing Talent, Julie Schwartz, Senior Vice President, Research & Organization, and Culture Thought Leadership, ITSMA Vincent Rousselet, Senior Director, ITSMA 10:00 Networking Break 10:30 Transforming the Organization: Facilitator: Vincent Rousselet, Senior Director, CMO Panel ITSMA Mike Marcellin, Senior Vice President & Chief Marketing Officer, Juniper Networks Ann Ruckstuhl, Senior Vice President & Chief Marketing Officer, Unisys Alecha Stackle, CMO, Thomson Reuters 11:15 If Your Customer Isn’t Successful, Jeb Dasteel, Senior Vice President & Chief Neither Are You: Defining Marketing’s Customer Officer, Oracle Role in Customer Success to Drive Business Outcomes 12:00 pm Lunch—Solera Courtyard 1:15 New Ways of Working, New Ways of Colleen Kuesel, Americas Director of Marketing, Engaging, Better Focus and Impact: EY Transforming EY Marketing 2:15 Hot Topic Discussions • Driving executive engagement with thought leadership & collaboration (Rob Leavitt) • Transforming marketing skills, organization models, and culture (Vincent Rousselet) • Scaling account-based marketing (Lisa Dennis) • Anticipating the next wave of marketing technology and tools (Kathy Macchi) • Measuring and communicating marketing impact and results (Julie Schwartz) 3:00 Networking Break 3:30 Are We Realizing the Promise of Facilitator: Kathy Macchi, Vice President, Martech? Consulting Services, Inverta & Senior Associate, ITSMA Erin Cresta, Vice President, Global Digital Marketing & Operations, Hortonworks Jennifer Jackson, Vice President, Demand Marketing & Operations, Teradata 4:15 Inspire Change Through Speeches, Patti Sanchez, Chief Strategy Officer, Duarte, Inc. Stories, Ceremonies, and Symbols 5:00–5:15 Day One Wrap-up & Discussion Dave Munn, President & CEO, ITSMA 5:30–7:30 Networking Reception—The Atrium at the Culinary Institute of America

Marketing Leadership Forum 2018 | May 15 and 16 Transforming Marketing Talent, Organization, and Culture Information Packet

Wednesday, May 16

7:30 am ITSMA’s Continental Breakfast 8:00 Welcome Back & ITSMA Update Rob Leavitt, Sr. Vice President, ITSMA 8:15 HPE Redefines Technology Services Flynn Maloy, Vice President, HPE Pointnext Organization: Pointnext Marketing, Hewlett Packard Enterprise 9:00 Conversational Marketing: Creating Jonathan Copulsky, Former Chief Content Compelling Customer Connections Officer & Principal, Deloitte; Author and Lecturer, Northwestern University 9:45 Networking Break 10:15 Transforming Culture and Alastair Sim, Vice President, Global Marketing, Understanding Through ABM Asia Pacific, SAS 11:00 New Ideas, Next Steps, & Final Julie Schwartz, Sr. Vice President, ITSMA Thoughts Rob Leavitt, Sr. Vice President, ITSMA Vincent Rousselet, Senior Director, ITSMA 11:45 Boxed Lunch

Please note: ITSMA reserves the right to make changes or substitutions to this event.